Pre-sales software is essential for your company's tech stack, especially when you want to stay a step ahead of the competition.
There are a lot of pre-sales tools that can help sales teams manage leads, track customer interactions, and close deals faster. These tools help companies increase win rates and improve forecast accuracy.
Pre-sales software offers valuable insights that can help improve sales productivity, close more deals, and increase customer satisfaction. By investing in pre-sales software, companies can level up their sales operations.
Whether you’re moving to — or switching your existing — pre-sales software, we'll guide you on which features to consider for picking the pre-sales software that best fits your needs.
Having the right set of tools can make all the difference. Pre-sales software is designed to help you manage your tasks and customer relationships — and track leads. But with so much pre-sales software available, how do you choose the right one?
Here are a few things to keep in mind:
Below are the top 7 Pre-sales software you must try in 2022:
Walkme provides change management tools that use customizable desktop notifications and interactive walk-throughs to foster goal completion and gain better insight into customer behavior. It streamlines routine activities and aids in resource planning during software implementation.
Walkme is a no-code platform that uses its patented technology to deliver visibility to the customer's chief information officer and company leaders while improving employee and customer experience, productivity, and efficiency.
Gong.io enables customer-facing teams to maximize the value of their most important asset: client interactions, which the platform gathers and analyzes automatically. The insights are then disseminated at scale, allowing revenue and go-to-market teams to decide the best course of action for a successful sale conclusion.
The platform assists in closing more deals by highlighting the sales team's calls. All sales calls are recorded, transcribed, and analyzed, improving sales productivity across the whole sales team.
A product demo software like Storylane lets you turn your prospect's “aha!” moments into a growth-generating cycle. It's a fast and flexible way to get your product in front of people who will love it. Two of the best pre-sales software platforms—Walkme and Gong—use Storylane to create a seamless enterprise-level demo experience that scales with their growth.
HighSpot is a one-stop-shop sales solution for internal preparedness, training, and customer-facing collateral and assets that helps customers drive sales processes and improve the bottom line.
HighSpot can synchronize, classify, schedule, and manage information in your file storage and DAM system against policies and merchandise. This ensures that your reps always have the most up-to-date, on-brand, on-message content ready for any discussion.
PandaDoc is a cloud-based document generation and management platform that allows users to create, send, sign, and track documents. This platform lets you create custom templates, e-signatures, and tracked revisions. PandaDoc integrates with Salesforce, Google Drive, and Dropbox.
PandaDoc helps you manage proposals, quotations, team management, content management, branding, tracking, workflow, and productivity.
Hero by Vivun is an AI-powered solution for pre-sales. It provides an edge for the pre-sales team to create an impact at scale, deal with and manage strategies, and deliver great buyer experiences.
Seismic lets you customize buyer experiences, streamline sales processes, and automate content management and analytics. This can aid in growing your pre-sales team's productivity and client assistance.
MindTickle provides a complete solution to streamline onboarding procedures, increase cross-functional collaboration, and improve content performance for your pre-sales teams.
This platform also provides features that show all the information and awareness needed for the pre-sales team to close more deals.
Moreover, Mindtickle delivers personalized training, practice, and encouragement to each salesperson.
The answer to that question of how to pick the best pre-sales software is that it depends on your specific needs and what you’re looking for.
Make a list of your top priorities and find the pre-sales software that best fits the bill. If you're already using a pre-sales platform, take advantage of its insights and weigh them against what you can get out of a different platform.
And if you're still unsure about which one to pick, sign up for a free trial with any of these platforms and see which one best works for you.